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By Michael E. Kitces |
March 26, 2012
If you're considering a blog for your firm, the first step is simply to understand why you would use the blog in the first place, as that can impact everything from the content you produce, to how often your produce it, to who you send it out to.
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By Angie Herbers |
March 6, 2012
Here’s a reposting of my most popular blog, now almost five years old, on how important your physical appearance is, including how you dress, to younger and new-to-the-business advisors, along with a few follow-up thoughts.
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By Michael E. Kitces |
February 7, 2012
Last month witnessed the national conference for the Personal Financial Planning section of the AICPA – a world of CPA financial planners that have lived a relatively separate existence from “the rest” of the financial planning world.
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By Bob Clark, AdvisorOne |
November 9, 2011
While the FPA is still struggling to overcome its trade association roots, the bigger picture is that it’s moving in the right direction on many fronts.
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By James J. Green, AdvisorOne |
November 1, 2011
It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.
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By John Sullivan, Advisorone |
May 6, 2011
At FPA retreat in Florida, conventional wisdom and traditionally held biases get thorough vetting.
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By Ellen Uzelac |
February 1, 2011
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By James J. Green, AdvisorOne |
June 21, 2010
Mark Hurley created a firestorm of criticism and soul-searching with a paper he co-wrote while at Undiscovered Managers in 1999.
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By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne |
February 1, 2010
Last Fall, my old friend Bob Veres did a rather common thing, which yielded some uncommonly interesting results. Veres asked his newsletter readers to identify...
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By Ellen Uzelac |
February 1, 2009
With the credit crisis, real estate dive and market meltdown, 2008 is a year we would all like to forget. Our best advice: Don't. The...
